FGC
HTO

Financial Gravity Companies’s H2O America HTO Stock Holding History

Financial Gravity Companies’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$104 Buy
+2
New +$106 ﹤0.01% 916
2024
Q4 		$591 Buy
12
+2
+20% +$110 ﹤0.01% 851
2024
Q3 		$581 Buy
+10
New +$585 ﹤0.01% 578
2018
Q4 		$5K Buy
+85
New +$5.04K ﹤0.01% 724
2018
Q1 		$6K Buy
102
+28
+38% +$1.57K 0.01% 690
2017
Q4 		$4K Buy
+74
New +$4.68K ﹤0.01% 787

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's HTO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in H2O America (HTO) in Q2 2025: 2 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HTO as recently as Q4 2024.

Financial Gravity Companies first reported a position in HTO in Q4 2017 and has held it in 6 quarters since. The position peaked at $6K in Q1 2018. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

  • Financial Gravity Companies held 2 shares of H2O America worth $104 as of Q2 2025.
  • H2O America was a new Financial Gravity Companies position in Q2 2025.
  • H2O America made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #916 holding.
  • Financial Gravity Companies first reported a position in H2O America in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's H2O America position peaked at $6K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.